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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
  • Insurance
    • -Life Insurance
    • -Health Insurance
    • -Long-Term Care Insurance
    • -Annuities
    • -Other Insurance
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Balance Financial Planning 2 years, 1 month Jun 2015 - Present
Ameritas Investment Corp 3 years Jul 2014 - Present
Threshold Group 3 years, 2 months Mar 2011 - May 2014
Frank Russell Company 5 years, 9 months Jul 2005 - Apr 2011

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Nils Wickman

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
How do I see my balance in the Wawa ESOP?
Hi Patricia,You can log into the Wawa ESOP by visiting the following page: https://www.esopconnection.com/wawa/Once logged in, you will be able to:Look at your ESOP accountReview StatementsDownload your ESOP certificate (PDF)The site asks for your name and password. You can have your passw...  (more)
Answered Apr 2015
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Sep 14, 2016
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      None
    • as of date
      Sep 15, 2016
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Ameritas Investment Corp

    Last updated on March 10, 2017
      • $3.1B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 12K
        Accounts
      • $265.4K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees
    • Commissions
    • Performance-Based Fees